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Faizan Farooque Hardware Report: Apple Reassigns Siri Development to Vision Pro Executive as AI Strategy Evolves
Siri is no longer under AI chief John Giannandrea, amid delays in improvements until 2026. Mar 21, 2025
Nauman khan Aerospace & Defense Lockheed Martin, Boeing Eyes $16B U.S. Fighter Jet Contract Award
Lockheed Martin Gains as White House Prepares Fighter Jet Contract Announcement Mar 21, 2025
Muslim Farooque Software DOGE Cost Cuts Weigh on Accenture's Revenue and Bookings Growth
Accenture flags federal spending headwinds and weak bookings, as analysts cite macro pressure and DOGE impact Mar 21, 2025
Faizan Farooque Hardware J.P. Morgan Upgrades Super Micro Computer on Improved Visibility and Blackwell Server Demand
J.P. Morgan upgraded Super Micro Computer to neutral from underweight. Mar 21, 2025
Travel & Leisure
Carnival Corp Reports Q1 Revenue of $5.8 Billion, Surpassing Estimates; EPS Misses at $(0.06)
Strong Demand and Strategic Refinancing Drive Financial Success Mar 21, 2025
Muslim Farooque Vehicles & Parts General Motors Deepens Defense Ties with Secret Service SUV Collaboration
GM meets Secret Service to explore new innovations for armored vehicles amid deepening defense collaborations Mar 21, 2025
Faizan Farooque Semiconductors Pasqal Integrates With NVIDIA's CUDA-Q to Expand Access to Hybrid Quantum Computing
Pasqal integrated its quantum computing technology with NVIDIA's CUDA-Q platform. Mar 21, 2025
Muslim Farooque Hardware Super Micro's Growth Outlook Brightens After SEC Risk Recedes
Super Micro upgraded by J.P. Morgan as filing risks ease, though margin concerns remain amid rising competition Mar 21, 2025
Faizan Farooque Semiconductors NVIDIA to Launch Quantum Computing Research Center in Boston Using AI Supercomputers
NVIDIA is establishing the NVIDIA Accelerated Quantum Research Center in Boston. Mar 21, 2025
Nauman khan Semiconductors Nvidia CEO Jensen Huang Clarifies Quantum Computing Comments at GTC
Jensen Huang Reframes Quantum Computing as an “Instrument” at GTC Mar 21, 2025
Nauman khan Semiconductors Nvidia Joins Forces with Pasqal to Power Next-Gen Quantum Computing
French Quantum Firm Pasqal Links Up with Nvidia for Hybrid Computing Mar 21, 2025
Nauman khan Manufacturing - Apparel & Accessories Nike Shares Tumble as Q3 Revenue Falls, CFO Warns of Further Sales Slump
Nike Faces Sharp Sales Decline, Stock Sinks on Weak Outlook Mar 21, 2025
Nauman khan Hardware Quantum Stocks Plunge as Nvidia Hosts First-Ever Quantum Day at GTC
Nvidia's Quantum Day Fails to Lift Sector, Stocks Slide Mar 21, 2025
Transportation
FedEx Corp (FDX) Q3 2025 Earnings Call Highlights: Navigating Growth Amidst Challenges
FedEx Corp (FDX) reports a 12% increase in adjusted operating income, despite lowering FY25 EPS outlook due to inflationary pressures and contract expirations. Mar 21, 2025
Manufacturing - Apparel & Accessories
Nike Inc (NKE) Q3 2025 Earnings Call Highlights: Navigating Revenue Declines and Strategic Innovations
Nike Inc (NKE) faces revenue challenges but remains focused on innovation and market alignment to drive future growth. Mar 21, 2025
Semiconductors
Micron Technology Inc (MU) Q2 2025 Earnings Call Highlights: Record DRAM Revenue Amidst Sequential Revenue Decline
Micron Technology Inc (MU) reports strong year-over-year growth in DRAM revenue, despite facing challenges in NAND pricing and inventory management. Mar 21, 2025
Capital Markets
FactSet Research Systems Inc (FDS) Q2 2025 Earnings Call Highlights: Strong Financial Performance Amid Market Challenges
FactSet Research Systems Inc (FDS) reports robust growth in organic ASV and adjusted EPS, while navigating macroeconomic uncertainties and strategic investments. Mar 21, 2025
Hardware
Jabil Inc (JBL) Q2 2025 Earnings Call Highlights: Strong Revenue Growth Amid Market Challenges
Jabil Inc (JBL) reports a 3% revenue increase and robust performance in Intelligent Infrastructure, while navigating challenges in regulated industries and geopolitical uncertainties. Mar 21, 2025
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